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Artificial Intelligence News 18 January 2026 - 20 January 2026

Goldman holds $655 Microsoft target as AI data-center power costs loom before earnings

Goldman holds $655 Microsoft target as AI data-center power costs loom before earnings

Goldman Sachs reaffirmed its Buy rating on Microsoft and kept its $655 price target, citing higher data-center power costs tied to AI expansion. Microsoft shares fell 1.7% in premarket trading. The company reports quarterly earnings Jan. 28, with Azure growth and data-center expenses in focus. Regulators and utilities are moving to address surging electricity demand from data centers.
20 January 2026
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OpenAI CFO Sarah Friar lifts lid on $20B revenue run rate as 2026 shifts to “practical adoption”

OpenAI CFO Sarah Friar lifts lid on $20B revenue run rate as 2026 shifts to “practical adoption”

OpenAI’s annualized revenue run rate reached $20 billion in 2025, up from $6 billion in 2024, CFO Sarah Friar said. Compute capacity rose to 1.9 gigawatts, nearly tripling from the previous year. Friar said 2026 will focus on practical adoption in health, science, and enterprise, with more emphasis on AI agents and workflow automation. No profit or cash-flow figures were disclosed.
20 January 2026
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Salesforce stock faces Tuesday test: tariff shock, AI fears and a Davos spotlight on Agentforce

Salesforce stock faces Tuesday test: tariff shock, AI fears and a Davos spotlight on Agentforce

Salesforce shares fell 2.75% to $227.11 Friday amid selling ahead of the U.S. holiday and new tariff threats from President Trump tied to a Greenland bid. Investors remain wary as Anthropic’s AI tool stirs fears over software demand. EU leaders will discuss possible retaliatory tariffs Thursday. Salesforce’s AI-powered EVA debuted at Davos, but investors await signs agentic AI can support core CRM revenue.
19 January 2026
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AI stocks brace for tariff shock as Nvidia, Microsoft slide in Europe ahead of Wall Street return

AI stocks brace for tariff shock as Nvidia, Microsoft slide in Europe ahead of Wall Street return

Shares of Nvidia and Microsoft fell over 2% in European trading Monday after President Trump threatened new tariffs tied to Greenland. Alphabet dropped 2.4% in Frankfurt. Nasdaq 100 futures slipped 1.25% with U.S. markets closed for Martin Luther King Jr. Day. EU diplomats are preparing for possible retaliatory tariffs and emergency talks in Brussels on Thursday.
19 January 2026
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Microsoft stock faces tariff jitters, Musk’s $134 billion OpenAI claim ahead of key week

Microsoft stock faces tariff jitters, Musk’s $134 billion OpenAI claim ahead of key week

Microsoft fell 2.2% in European trading Monday after President Trump threatened new tariffs on Europe, triggering a tech selloff. Nasdaq 100 futures dropped 1.25% with U.S. markets closed for the holiday. Microsoft also faces a $134 billion lawsuit from Elon Musk over OpenAI and rushed an emergency Windows patch last week.
19 January 2026
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Davos economist warns even a ‘good’ AI bubble can bite in 2026

Davos economist warns even a ‘good’ AI bubble can bite in 2026

Barclays economist Christian Keller warned at Davos that the AI-driven market surge may be a “good bubble,” but rising debt for data centers increases risks if it bursts. He said tariff-driven price hikes could hit U.S. core goods in 2026 as inventories fall. KPMG’s Diane Swonk also cautioned that heavy reliance on AI investments could leave the economy exposed to market corrections.
19 January 2026
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Macquarie shares slip as ‘Q’ AI launch lands into a risk-off ASX session

Macquarie shares slip as ‘Q’ AI launch lands into a risk-off ASX session

Macquarie Group shares closed down 0.5% at A$210.81 after a volatile session, with 316,000 shares traded. The bank launched “Q,” an AI support agent for its Australian customers. The S&P/ASX 200 fell 0.3% as investors moved to safe-haven assets after new U.S. tariff threats. Markets now price a 25% chance of a rate hike at the Feb. 3 RBA meeting.
19 January 2026
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SpaceX IPO vs OpenAI IPO in 2026: After ChatGPT ads and Musk’s lawsuit, which listing looks cleaner?

SpaceX IPO vs OpenAI IPO in 2026: After ChatGPT ads and Musk’s lawsuit, which listing looks cleaner?

New York, Jan 18, 2026, 17:27 ET — Market closed Elon Musk ramped up his legal battle against OpenAI on Friday, aiming to claim up to $134 billion from the ChatGPT creator and its major backer, Microsoft. This move clouds an IPO timeline many investors have targeted for 2026. At the same time, bankers are pushing SpaceX, Musk’s other private giant, as a potential candidate for going public. (Reuters) Why it matters now: U.S. stocks finished nearly unchanged on Friday ahead of a long weekend, with investors holding back on major moves despite the surge in earnings reports. The Dow
19 January 2026
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AI stocks head into MLK Day break mixed: Nvidia and Intel slip as AMD, Broadcom firm

AI stocks head into MLK Day break mixed: Nvidia and Intel slip as AMD, Broadcom firm

New York, January 18, 2026, 12:33 EST — The market has closed. U.S. chip and software stocks tied to AI closed Friday on a mixed note ahead of the long holiday weekend. Advanced Micro Devices and Broadcom posted gains, with AMD up 1.7% at $231.83 and Broadcom climbing 2.6% to $351.71. Meanwhile, Nvidia slipped 0.5% to $186.23, and Intel dropped 2.8% to $46.96. On the software side, Palantir slid 3.4%, Alphabet dipped 0.9%, and Microsoft edged up 0.7%. U.S. stock and bond markets are closed Monday in observance of Martin Luther King Jr. Day, with trading restarting Tuesday. The break
18 January 2026
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Microsoft stock heads into Tuesday with Musk’s $134 billion OpenAI claim in the mix

Microsoft stock heads into Tuesday with Musk’s $134 billion OpenAI claim in the mix

NEW YORK, Jan 18, 2026, 09:37 EST — Markets have shut down for the day. Elon Musk is pursuing up to $134 billion from OpenAI and Microsoft Corp, alleging they reaped “wrongful gains” from his early investment in the AI lab, according to a federal court filing. OpenAI dismissed the lawsuit as “unserious,” while Microsoft declined to comment. Microsoft shares closed Friday up 0.7% at $459.86. (Reuters) Timing is crucial as Microsoft approaches its next earnings report, with less than two weeks to go. Investors are eager to see if AI investments are delivering returns quickly enough. The company plans
18 January 2026
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Stock Market Today

iFAST share price drops 3% as markets shut; earnings next week in focus

iFAST share price drops 3% as markets shut; earnings next week in focus

7 February 2026
iFAST shares fell 3.2% to S$9.64 in heavy trading Friday, closing near the day’s low as investors awaited FY2025 results due Feb. 12. The stock is about 13% below its 52-week high. iFAST recently agreed to buy a 30% stake in Financial Alliance for S$19.6 million, pending regulatory approval. Assets under administration stood at S$30.62 billion as of Sept. 30.
Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

7 February 2026
Sembcorp shares closed at S$6.05 on Friday, down 0.33%, as Singapore’s STI dropped 0.8%. Shareholders approved the A$6.5 billion Alinta Energy takeover on Jan 30, but the deal still faces regulatory and closing conditions. Sembcorp will release FY2025 results on Feb 25 before market open. Trading volume reached about 4.3 million shares.
Hongkong Land share price drops 4% despite fresh buyback — what investors watch next

Hongkong Land share price drops 4% despite fresh buyback — what investors watch next

7 February 2026
Hongkong Land shares fell 4.2% to US$8.18 in Singapore on Friday after the company disclosed a buyback of 170,000 shares at US$8.5252 each on Feb. 5, with plans to cancel them. The drop followed a volatile week marked by a new Singapore real estate fund launch and an expanded buyback programme. Investors are watching for the group’s annual results on March 5.
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